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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,197 | $78,562-60.3% | $105,608-70.5% | $74,429-58.1% |
| Participation rate | 38.3% | 72.8%-34.5pp | 75.3%-37.0pp | 67.2%-28.9pp |
| Annual return | 14.21% | 15.94%-1.7pp | 116.50%-102.3pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,327 | $4,321-69.3% | $5,010-73.5% | $4,348-69.5% |
| Admin fee / account holder | $2,543 | $2,217+14.7% | $11,028-76.9% | $1,944+30.8% |